First Manhattan’s Jacobs Solutions J Stock Holding History

First Manhattan’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Sell	15,174 -651	-4%	-$88.5K	0.01%	354
2025 Q4	$2.1M	Sell	15,825 -400	-2%	-$58.7K	0.01%	333
2025 Q3	$2.43M	Buy	16,225 +634	+4%	+$91.1K	0.01%	312
2025 Q2	$2.05M	Sell	15,591 -681	-4%	-$84K	0.01%	323
2025 Q1	$1.95M	Sell	16,272 -1,593	-9%	-$205K	0.01%	307
2024 Q4	$2.36M	Buy	17,865 +9,950	+126%	+$1.37M	0.01%	287
2024 Q3	$1.03M	Sell	7,915 -1,561	-16%	-$188K	﹤0.01%	371
2024 Q2	$1.1M	Buy	9,476 +2,179	+30%	+$256K	﹤0.01%	353
2024 Q1	$928K	Hold	7,297	–	–	﹤0.01%	381
2023 Q4	$783K	Sell	7,297 -2	-0%	-$218	﹤0.01%	411
2023 Q3	$824K	Buy	7,299 +2	+0%	+$215	﹤0.01%	406
2023 Q2	$718K	Hold	7,297	–	–	﹤0.01%	426
2023 Q1	$709K	Hold	7,297	–	–	﹤0.01%	451
2022 Q4	$725K	Hold	7,297	–	–	﹤0.01%	451
2022 Q3	$654K	Hold	7,297	–	–	﹤0.01%	465
2022 Q2	$767K	Hold	7,297	–	–	﹤0.01%	459
2022 Q1	$831K	Hold	7,297	–	–	﹤0.01%	480
2021 Q4	$840K	Buy	7,297 +3,868	+113%	+$447K	﹤0.01%	459
2021 Q3	$375K	Hold	3,429	–	–	﹤0.01%	621
2021 Q2	$378K	Buy	3,429 +1,013	+42%	+$115K	﹤0.01%	610
2021 Q1	$258K	Sell	2,416 -258	-10%	-$24.6K	﹤0.01%	658
2020 Q4	$241K	Buy	2,674 +913	+52%	+$77.4K	﹤0.01%	638
2020 Q3	$135K	Sell	1,761 -74	-4%	-$5.41K	﹤0.01%	711
2020 Q2	$128K	Hold	1,835	–	–	﹤0.01%	726
2020 Q1	$120K	Buy	1,835 +74	+4%	+$5.57K	﹤0.01%	696
2019 Q4	$130K	Buy	1,761 +1,352	+331%	+$102K	﹤0.01%	752
2019 Q3	$30K	Sell	409 -150	-27%	-$10.7K	﹤0.01%	984
2019 Q2	$38K	Hold	559	–	–	﹤0.01%	973
2019 Q1	$34K	Buy	559 +300	+116%	+$16.9K	﹤0.01%	1016
2018 Q4	$12K	Hold	259	–	–	﹤0.01%	1142
2018 Q3	$16K	Hold	259	–	–	﹤0.01%	1152
2018 Q2	$13K	Hold	259	–	–	﹤0.01%	1158
2018 Q1	$12K	Sell	259 -2,622	-91%	-$139K	﹤0.01%	1167
2017 Q4	$157K	Hold	2,881	–	–	﹤0.01%	763
2017 Q3	$138K	Hold	2,881	–	–	﹤0.01%	746
2017 Q2	$129K	Buy	2,881 +2,622	+1,012%	+$117K	﹤0.01%	751
2017 Q1	$11K	Hold	259	–	–	﹤0.01%	1172
2016 Q4	$12K	Hold	259	–	–	﹤0.01%	1145
2016 Q3	$11K	Hold	259	–	–	﹤0.01%	1171
2016 Q2	$10K	Hold	259	–	–	﹤0.01%	1216
2016 Q1	$9K	Hold	259	–	–	﹤0.01%	1184
2015 Q4	$8K	Hold	259	–	–	﹤0.01%	1210
2015 Q3	$8K	Hold	259	–	–	﹤0.01%	1214
2015 Q2	$8K	Hold	259	–	–	﹤0.01%	1238
2015 Q1	$9K	Sell	259 -598	-70%	-$21K	﹤0.01%	1234
2014 Q4	$31K	Buy	857 +598	+231%	+$22.8K	﹤0.01%	1063
2014 Q3	$10K	Hold	259	–	–	﹤0.01%	1207
2014 Q2	$11K	Hold	259	–	–	﹤0.01%	1180
2014 Q1	$13K	Sell	259 -16,161	-98%	-$832K	﹤0.01%	1149
2013 Q4	$855K	Buy	16,420 +16,161	+6,240%	+$801K	0.01%	438
2013 Q3	$12K	Hold	259	–	–	﹤0.01%	1139
2013 Q2	$12K	Buy	+259	New	+$11.5K	﹤0.01%	1131

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Manhattan's J Position: Q1 2026 in Review

First Manhattan reduced its Jacobs Solutions (J) stake by 4.1% in Q1 2026, selling an estimated $88.5K and leaving 15,174 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #354.

First Manhattan first reported a position in J in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.43M in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

First Manhattan held 15,174 shares of Jacobs Solutions worth $1.93M as of Q1 2026.
First Manhattan sold 651 Jacobs Solutions shares in Q1 2026, an estimated $88.5K.
Jacobs Solutions made up 0.01% of First Manhattan's portfolio in Q1 2026, its #354 holding.
First Manhattan first reported a position in Jacobs Solutions in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Jacobs Solutions position peaked at $2.43M in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.